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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,377 | $72,486-63.6% | $87,103-69.7% | $72,976-63.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.27% | 24.46%-12.2pp | 28.19%-15.9pp | 81.02%-68.7pp |
| Employer contribution / active EE | $4,699 | $1,894+148.1% | $2,521+86.4% | $2,440+92.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,699 | $5,055-66.4% | $7,491-77.3% | $5,124-66.8% |